7.5.2.1 Activate Early Payment Discount for Quotes and Invoices

Owned by Former user (Deleted)
Last updated: 2017-07-13
2 min read

Overview

  1. Active the new VAT Calculation in the 7.2.1.1 Administration Settings.
  2. Edit your Quote and Invoice Preference: Check the box: Show Gross Campaign Cost. Go do that navigate to App Launcher - Invoice Preferences - and open the respective active record. 

Quote and Invoice Preferences


Early_Payment_Discount__c has max. 3 decimal places but we only visualize the number which you have used.


Your invoice records need to have the following fields filled:

  1. Early Payment Discount in Percent % and
  2. Days Early Payment Discount in Days
  3. Terms of Payment Days Net in Days
  4. Terms of Payment Text is a free Text field which overwrites the standard.


This will result in the following lines on your Invoice PDF:

We calculate the following two fields for you:

No.

Field

4Invoice__c.EarlyPaymentDiscountAbs__c
5Invoice__c.InvoicedAmountGrossInclEpd__c


Custom Labels

If you don't like the standard text or translation navigate to Build - Create - Custom label and translate / overwrite the following labels:

Label Name

Category

Label Value

TextEarlyPaymentDiscountBilling & Accountingwithin {DaysEarlyPaymentDiscount} days {EarlyPaymentDiscount} early payment discount
TextWithoutEarlyPaymentDiscountBilling & Accountingwithin {DaysNet} days no discount
EarlyPaymentInvoiceAmountBilling & AccountingEarly payment invoice amount


Examples

TermsOfPaymentText__c

Early_Payment_Discount__c

DaysEarlyPaymentDiscount__c

TermsOfPaymentDaysNet__c

Screenshot

-2,000%1030
-2,000%10-
10 Tage 2% Skonto2,000%-30
10 Tage 2% Skonto2,000%--
-2,000%-30
-2,000%--
---30
----